Principal MidCap Growth Fund Class J (PMGJX)

6.06
Net Asset Value
-1.14%
1 Day
+8.99%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.21%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of each purchase. It invests in growth equity securities; growth orientation emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average. The fund actively trades portfolio securities.

Performance

1 month+2.68% 3 years+17.89%
3 months+9.66% 5 years+16.11%
1 year+19.75% Since inception+3.82%
Data through --

Peer Comparisonvs. Mid-cap growth

 PMGJXCategory
Performance 5-yr return+16.11%+14.76%
Expense ratio1.21%1.33%
Risk 5 year sharpe ratio1.021.01
Net assets$104.4M$1.3B
Average market cap$13.9B$9.8B
Average P/E28.824.3
Portfolio turnover185%185%

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Fund Management and Purchase Info

Fund familyPrincipal Funds
Fund manager & tenureClifford Fox / 10 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock93.85%
International stock5.24%
Cash0.91%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer goods 20.83%
Industrial materials 19.60%
Consumer service 11.21%
Healthcare 9.95%
Business service 7.81%
Top 10 Holdings
Portfolio weighting
NOW ServiceNow Inc3.25%
HAR Harman International Industries Inc3.17%
SBAC SBA Communications Corp3.12%
AVGO Avago Technologies Ltd2.71%
LNKD LinkedIn2.68%
NXPI NXP Semiconductors NV2.53%
STZ Constellation Brands Inc2.38%
HBI HanesBrands Inc2.34%
MIDD Middleby Corp2.34%
RHI Robert Half International Inc2.27%

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